A firm built for our clients’ long-term success

At Bowie, stewarding capital is our vocation. Clients face complex financial markets. By exercising sound judgment and employing our time-honored investment frameworks, we aim to provide our clients with the dual goal of outperformance and peace of mind.

Providing a strong foundational investment for our clients to grow their capital and solve the challenges of the future

This purpose is why we designed everything at Bowie around the self-reinforcing frameworks of Investment Excellence and Client Confidence. We believe that executing a timeless investment strategy with resolute discipline, while maintaining your confidence to stay the course, will provide our clients the highest probability for success - that is what motivates us.

Investment Excellence

Our team operates with a performance-oriented culture. We aim to protect and grow our partners’ capital. We are passionate about understanding partners’ objectives and adding value to their portfolios.

Client Confidence

We take great pride in delivering an elevated experience and constantly earning the trust of our partners. Our team is comprised of thoughtful individuals with an innate sense of responsibility. We serve others through our diligence, hard work, good judgment, and differentiated investment approach. 
OUR PURPOSE
WHO WE INVEST FOR

The confidence to stay invested

We develop a relationship and a track record with our partners, deepening their trust in our judgment and the companies they own. This inspires the confidence they need to stay invested with Bowie to reap the rewards of long-term compounding.
How we collaborated with three Key Partners
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First Generation Wealth Creator

Successful entrepreneurs sold their business to a Fortune 500 company. The life-changing liquidity event was a realization of a decade of hard work, but now what? Not wanting the burden or expense of building out a family office and managing staff, the entrepreneurs engaged Bowie to serve as their outsourced investment office. Together, we created a bespoke plan to reinvest the proceeds from their main asset into a collection of high-quality assets. They remain business owners, but instead of owning just the one company they sold, they now own a diversified portfolio of well-established companies as a passive owner with liquidity.

Family Office

An established family office had the goal of maximizing wealth creation for both future generations and philanthropic initiatives. Attracted to the prospect of owning a foundational investment in a collection of great companies, our openness and collaborative approach blossomed into a mutually beneficial partnership. Bowie’s frameworks, consistency, and long-term mindset afforded the family the confidence to dollar-cost average into the portfolio in a material way over the years. Bowie now serves as a pillar of their overall portfolio.

Institution

A highly respected, multi-billion dollar endowment with decades of experience and knowledge in building investment strategies conducted a multi-year diligence process. The combination of strong returns and the consistency in executing our strategy provided the confidence they needed to entrust us with a portion of their capital. Bowie has unrivaled long-term capital, and thus we uniquely met the endowment’s need for an investment partner that shares their multi-decade investment horizon. By providing a concentrated position in quality companies carefully selected by our frameworks, the endowment is set-up for long-term disciplined compounding and the wherewithal to stay the course regardless of the market environment.
WHO WE INVEST FOR

The confidence to stay invested

We develop a relationship and a track record with our partners, deepening their trust in our judgment and the companies they own. This inspires the confidence they need to stay invested with Bowie to reap the rewards of long-term compounding.
How we collaborated with three Key Partners
Click to expand

First Generation Wealth Creator

Successful entrepreneurs sold their business to a Fortune 500 company. The life-changing liquidity event was a realization of a decade of hard work, but now what? Not wanting the burden or expense of building out a family office and managing staff, the entrepreneurs engaged Bowie to serve as their outsourced investment office. Together, we created a bespoke plan to reinvest the proceeds from their main asset into a collection of high-quality assets. They remain business owners, but instead of owning just the one company they sold, they now own a diversified portfolio of well-established companies as a passive owner with liquidity.

Family Office

An established family office had the goal of maximizing wealth creation for both future generations and philanthropic initiatives. Attracted to the prospect of owning a foundational investment in a collection of great companies, our openness and collaborative approach blossomed into a mutually beneficial partnership. Bowie’s frameworks, consistency, and long-term mindset afforded the family the confidence to dollar-cost average into the portfolio in a material way over the years. Bowie now serves as a pillar of their overall portfolio.

Institution

A highly respected, multi-billion dollar endowment with decades of experience and knowledge in building investment strategies conducted a multi-year diligence process. The combination of strong returns and the consistency in executing our strategy provided the confidence they needed to entrust us with a portion of their capital. Bowie has unrivaled long-term capital, and thus we uniquely met the endowment’s need for an investment partner that shares their multi-decade investment horizon. By providing a concentrated position in quality companies carefully selected by our frameworks, the endowment is set-up for long-term disciplined compounding and the wherewithal to stay the course regardless of the market environment.
OUR PRINCIPLES

Our Guiding Principles

Bowie holds itself to the highest standards. We pursue our goals in a principles-based manner, while never losing sight of the human element. 
We trust the process and are committed to our time-honored investment strategy. We accept the reality that just as there are good times in markets, we will similarly face difficult periods, simply believing opportunity always lies within difficulty.
We eschew the pressure to react emotionally or guess about outcomes, and instead we think analytically and exercise our judgment with diligence. We have the courage to trust our process and frameworks and invest in a manner that may at times be quite different than how most approach the world.
Our intellectual honesty helps us discover new ways to approach a problem for our clients or our portfolio. Humility allows us to continuously think about how to mitigate risks we envision while being open-minded to new ideas.
We operate as a team while respecting the uniqueness of the individual. We develop and cultivate the strengths of each team member and flourish when combining those strengths as a group to solve complex problems.
We believe investing is a continuous process to help clients adapt to changing circumstances and an evolving world. We make decisions based upon diligence and thoughtfulness, and we operate with an innate sense of responsibility to our client partners.
We have earned a reputation for thinking uniquely and building frameworks to evaluate the world and select investments. By exercising creativity, we have built an organization that adapts to markets and the needs of clients, all the while pursuing a timeless, sensible strategy.
We own companies of the highest quality on a perpetual quest to grow their capabilities. Bowie conducts itself in the same self-improvement manner – the relentless pursuit of better.
We want to treat our clients, team members, service partners, and community fairly and with respect. We want all associated with Bowie to be proud of being part of something special.
OUR LEADERSHIP

Seasoned team focused on client satisfaction

Since our founding, Bowie has built a world-class team with experience across different asset classes. We hold ourselves to the highest standards and pursue our mission with integrity and purpose.
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A culture of collaboration and excellence

Our distinctive culture - thoughtful, collaborative and committed to the pursuit of excellence - supports the innovative thinking to stay a step ahead in an evolving world. Balanced with the commitment to a timeless investment process and that client success remains at the heart of everything we do. When you hear “Bowie,” we hope you think of excellence performed with integrity.
LIFE AT BOWIE
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